UPSD
Aptus Large Cap Upside ETF
UPSD
UPSD
24 hedge funds and large institutions have $121M invested in Aptus Large Cap Upside ETF in 2025 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 3 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
1% more capital invested
Capital invested by funds: $120M → $121M (+$1.07M)
2.26% less ownership
Funds ownership: 131.85% → 129.58% (-2.3%)
Holders
24
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$5.5M | |
| 2 | +$1.71M | |
| 3 | +$1.43M | |
| 4 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
+$1.29M |
| 5 |
UWP
Uniting Wealth Partners
Mission,
Kansas
|
+$1.18M |
Top Sellers
| 1 | -$14M | |
| 2 | -$1.02M | |
| 3 | -$557K | |
| 4 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$320 |
| 5 |
TVM
True Vision MN
Woodbury,
Minnesota
|
-$27 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Jane Street
New York
| – |
|